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0 Quick Start
Citrix XenServer Workload Balancing 6.0 Quick Start Copyright 2011 Citrix All Rights Reserved. Version: Citrix Workload Balancing 6.0 Citrix, Inc. 851 West Cypress Creek Road Fort Lauderdale, FL 33309 United States of America Disclaimers This document is furnished "AS IS." Citrix, Inc. disclaims all warranties regarding the contents of this document, including, but not limited to, implied warranties of merchantability and fitness for any particular purpose. This document may contain technical or other inaccuracies or typographical errors. Citrix, Inc. reserves the right to revise the information in this document at any time without notice. This document and the software described in this document constitute confidential information of Citrix, Inc. and its licensors, and are furnished under a license from Citrix, Inc. Citrix Systems, Inc., the Citrix logo, Citrix XenServer and Citrix XenCenter, are trademarks of Citrix Systems, Inc. in the United States and other countries. All other products or services mentioned in this document are trademarks or registered trademarks of their respective companies. Trademarks Citrix XenServer XenCenter
Contents
Introduction ....................................................................................................... 1
Importing the Workload Balancing Virtual Appliance ............................................................ 1 Prerequisites .............................................................................................................. 1 Information to Consider Before Importing the Virtual Appliance .................................... 1 Planning for Resource Pool Sizing ................................................................................ 2 Downloading the Virtual Appliance ............................................................................. 2 Importing the Virtual Appliance into XenCenter ........................................................... 2 Configuring the Workload Balancing Virtual Appliance .......................................................... 5 Connecting to the Workload Balancing Virtual Appliance ...................................................... 8 To connect your pool to the Workload Balancing virtual appliance ................................. 9 To obtain the IP address for the WLB virtual appliance ........................................ 11
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Introduction
The Citrix Workload Balancing virtual appliance is a Linux-based virtual machine Citrix provides to let you quickly deploy the XenServer Workload Balancing feature in your environment. You can configure the Workload Balancing virtual appliance in just a few easy steps: 1. Download the Workload Balancing virtual appliance from MyCitrix.com, and import it into XenCenter. 2. Configure the Workload Balancing virtual appliance using the Workload Balancing Configuration wizard. 3. Connect your pool to the Workload Balancing virtual appliance. The sections that follow explain these steps. For an overview of Workload Balancing and additional information, see the Citrix XenServer Workload Balancing 6.0 Administrator's Guide and the XenCenter Help. To balance a pool with Workload Balancing, the pool's hosts must meet the requirements for XenMotion (live migration) as described in the Workload Balancing Administrator's Guide.
Prerequisites
This appliance is designed to run on XenServer 5.6 Feature Pack 1 and higher. It is capable of monitoring pools running XenServer 5.5 hosts and higher. Citrix recommends using the XenCenter 6.0 console to import the virtual appliance. The Workload Balancing virtual appliance requires a minimum of 2GB of RAM and 4GB of disk space to run.
Storing Historical Data and Disk Space Size. The amount of historical data you can store is based on the size of the virtual disk allocated to Workload Balancing (by default 8GB) and the minimum disk required space, which is 1024MB by default and controlled by the GroomingRequiredMinimumDiskSizeInMB parameter in the wlb.conf file. If you want to store a lot of historical data, you can either archive the data as described in the Workload Balancing Administrator's Guide or make the virtual disk size assigned to the Workload Balancing virtual appliance larger. To increase the disk size, import the virtual appliance and then increase the virtual-disk size by following the procedures in the Workload Balancing Administrator's Guide. Load balancing Workload Balancing. If you want to manage your Workload Balancing virtual appliance by using that same appliance (that is, use the virtual appliance to manage itself), you must specify shared remote storage when importing the virtual appliance. Note: Workload Balancing cannot perform Start On placement recommendation for the Workload Balancing virtual appliance when you are using Workload Balancing to manage itself (instead of managing it with a different Workload Balancing appliance like you could if you were running the virtual appliance in a different pool). The reason that Workload Balancing cannot make placement recommendations when it is managing itself is because the virtual appliance must be running for it to perform that function. However, it can balance the Workload Balancing virtual appliance just like it would balance any other VM it is managing.
3. Select the pool or Home Server where you want to run the Workload Balancing virtual appliance. When you select the pool, the VM will automatically start on the most suitable host in that pool. Alternatively, if you do not plan to manage the Workload Balancing virtual appliance using Workload Balancing, you may want to a Home Server for the Workload Balancing virtual appliance so it always starts on the same host.
4. Choose a storage repository on which to store the virtual disk for the Workload Balancing virtual appliance. This repository must have a minimum of 4GB of free space. You can choose either local or remote storage. However, if you choose local storage, you cannot manage the virtual appliance with Workload Balancing.
5. Do both of the following: 1. Define the virtual interface(s) for the Workload Balancing virtual appliance. In this release, Workload Balancing is designed to communicate on a single virtual interface. 2. Choose a network that can access the pool you want Workload Balancing to manage.
6. Leave the Start VM(s) after import check box enabled, and click Finish to import the virtual appliance.
7. After you finish importing the Workload Balancing .xva file, the Workload Balancing virtual machine appears in the Resource pane in XenCenter.
1. After importing the Workload Balancing virtual appliance, click the Console tab.
2. Enter and confirm a new root password for the Workload Balancing virtual machine. Citrix recommends selecting a strong password. Note: When you enter the password, the console does not display placeholders, such as asterisks, for the characters.
3. Enter the computer name you want to assign to the Workload Balancing virtual appliance.
4. Enter the domain suffix for the virtual appliance. For example, if the fully qualified domain name (FQDN) for the virtual appliance will be wlb-vpx-pos-pool.domain4.bedford4.ctx, then enter domain4.bedford4.ctx. Note: The Workload Balancing virtual appliance does not automatically add its FQDN to your Domain Name System (DNS) server. Consequently, if you want the pool to use an FQDN to connect to Workload Balancing, you must add the FQDN to your DNS server.
5. Enter y to use DHCP to obtain the IP address automatically for the Workload Balancing virtual machine. Otherwise, enter n and then enter a static IP address, subnet mask, and gateway for the virtual machine. Note: Using DHCP is acceptable provided the lease of the IP address will not expire. It is important that the IP address does not change: if it changes, it will break the connection between XenServer and Workload Balancing.
6. Enter a user name for the Workload Balancing database, or press Enter to use the default user name (postgres) of the database account. You are creating an account for the Workload Balancing database. The Workload Balancing services use this account to read/write to the Workload Balancing database. Note the user name and password since you may need them if you ever want to administer to the Workload Balancing PostgreSQL database directly (for example, if you wanted to export data).
7. Enter a password for the Workload Balancing database. After pressing Enter, messages appear stating that the Configuration wizard is loading database objects.
8. Enter a user name and password for the Workload Balancing Server. This creates the account XenServer uses to connect to Workload Balancing. The default user name is wlbuser.
9. Enter the port for the Workload Balancing Server. This is the port over which you the Workload Balancing server communicates. By default, the Workload Balancing server uses 8012. The port number cannot be set to 443, which is the default SSL port number. Note: If you change the port here, you must specify that new port number when you connect the pool to Workload Balancing (for example, by specifying the port in the Connect to WLB Server dialog). Make sure that the port you specify for Workload Balancing is open in any firewalls. After you press Enter, Workload Balancing continues with the virtual appliance configuration, including creating self-signed certificates.
10. After the configuration finishes, note the connection information displayed in the Workload Balancing Configuration wizard screen. You will need this information when you connect your pool to Workload Balancing. At this time, you can also log in to the virtual appliance by entering the VM user name (typically "root") and the root password you created in step 2. However, logging in is only required when you want to run Workload Balancing commands or edit the Workload Balancing configuration file.
After you finish configuring the Workload Balancing, continue on to connect your pool to the Workload Balancing virtual appliance as described in the the section called Connecting to the Workload Balancing Virtual Appliance. If necessary, you can find the Workload Balancing configuration file in the following location: /opt/citrix/wlb/ wlb.conf. The Workload Balancing log file is in this location: /var/log/wlb/LogFile.log. More information about these files and their purpose is in the Workload Balancing Administrator's Guide.
This illustration shows how (1) XenServer communicates with Workload Balancing using an account you created during Workload Balancing configuration and (2) the Workload Balancing virtual appliance authenticates to XenServer using the credentials for the pool. If you want to specify the Workload Balancing FQDN when connecting to the Workload Balancing server (that is, in the Connect to WLB Server dialog), you must first add its host name and IP address to your DNS server.
When you first connect to Workload Balancing, it uses the default thresholds and settings for balancing workloads. Automatic features, such as Automated Optimization Mode, Power Management, and Automation, are disabled by default. Connecting to Workload Balancing and Certificates If you want to upload a different (trusted) certificate or configure certificate verification, note the following before connecting your pool to Workload Balancing: If you want XenServer to verify the self-signed Workload Balancing certificate, you must use the Workload Balancing IP address to connect to Workload Balancing. The self-signed certificate is issued to Workload Balancing based on its IP address. If you want to use a certificate from a certificate authority, it is easier to specify the FQDN when connecting to Workload Balancing. However, you may be able to specify a static IP address in the Connect to WLB Server dialog and then use the IP address as the Subject Alternative Name (SAN) in the certificate. More information about configuring certificates is provided in the Workload Balancing Administrator's Guide.
3. In the WLB tab, click Connect. The Connect to WLB Server dialog box appears.
4. In the Server Address section, enter the following: a. In the Address box, type the IP address or FQDN of the Workload Balancing virtual appliance. For example, your WLB-appliance-computername.yourdomain.net. Tip: To obtain the IP address for the WLB virtual appliance, see the section called To obtain the IP address for the WLB virtual appliance. b. (Optional.) If you changed the Workload Balancing port during Workload Balancing Configuration, enter the port number in the Port box. XenServer uses this port to communicate with Workload Balancing. By default, XenServer connects to Workload Balancing on port 8012. Note: Do not edit the port number unless you have changed it during Workload Balancing Configuration. The port number specified during Workload Balancing Configuration, in any firewall rules, and in the Connect to WLB Server dialog must match. 5. In the WLB Server Credentials section, enter the user name and password the XenServer pool (master) will use to connect to the Workload Balancing virtual appliance.
This must be the account you created during Workload Balancing Configuration. By default, the user name for this account is wlbuser. 6. In the XenServer Credentials section, enter the user name and password for the pool you are configuring (typically the password for the pool master). Workload Balancing will use these credentials to connect to the hosts in the pool.
To use the credentials with which you are currently logged into XenServer, select the Use the current XenCenter credentials check box. If you have assigned a role to this account using the Role Based Access Control feature (RBAC), be sure the role has sufficient permissions to configure Workload Balancing. For more information, see the RBAC section of the Workload Balancing Administrator's Guide. 7. After connecting the pool to the Workload Balancing virtual appliance, Workload Balancing automatically begins monitoring the pool with the default optimization settings. If you want to modify these settings or change the priority given to specific resources, wait at least sixty seconds (until the XenCenter Log shows discovery is finished) before proceeding and see the Workload Balancing Administrator's Guide. Important: After Workload Balancing is running for a period of time, if you do not receive optimal recommendations, Citrix strongly recommends you evaluate your performance thresholds as described in Workload Balancing Administrator's Guide. It is critical to set Workload 10
Balancing to the correct thresholds for your environment or its recommendations might not be appropriate.
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